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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
176
Transform Wealth
Colorado
$809K +$791K +79,668 New
SIC
177
Sigma Investment Counselors
Michigan
$808K -$95.6K -9,636 -11%
BPM
178
Bowling Portfolio Management
Ohio
$795K +$218K +21,930 +39%
LYV
179
Live Your Vision
Pennsylvania
$768K +$6.07K +612 +0.8%
PFA
180
Pure Financial Advisors
California
$751K +$101K +10,164 +16%
MWP
181
MYCIO Wealth Partners
Pennsylvania
$742K +$26.6K +2,682 +4%
MA
182
MCF Advisors
Kentucky
$741K -$1.65M -166,326 -69%
Fidelity Investments
183
Fidelity Investments
Massachusetts
$738K +$1.31K +132 +0.2%
DPI
184
Diversified Portfolios Inc
Michigan
$727K -$5K -504 -0.7%
SCM
185
SOL Capital Management
Maryland
$719K +$19.2K +1,938 +3%
KWM
186
Kingsview Wealth Management
Oregon
$707K -$213K -21,420 -24%
CPP
187
Crow Point Partners
Massachusetts
$707K +$694K +69,912 New
PIM
188
Penobscot Investment Management
Massachusetts
$705K +$25.9K +2,610 +4%
CFA
189
Cahill Financial Advisors
Minnesota
$697K -$41.1K -4,140 -6%
RCA
190
Rowland Carmichael Advisors
Arizona
$679K -$9.83K -990 -1%
PA
191
Pinnacle Associates
New York
$673K -$17.9K -1,800 -3%
FWM
192
Frontier Wealth Management
Missouri
$663K -$5.3K -534 -0.8%
JIC
193
Johnson Investment Counsel
Ohio
$662K -$6.49K -654 -1%
VCM
194
Vigilant Capital Management
Maine
$627K -$43.8K -4,410 -7%
SWM
195
Segment Wealth Management
Texas
$625K +$12.9K +1,302 +2%
CWM
196
Cranbrook Wealth Management
Michigan
$623K
VCP
197
Vista Capital Partners
Oregon
$603K -$55.9K -5,628 -9%
FCAG
198
First Capital Advisors Group
New Jersey
$592K -$1.12M -113,172 -66%
BWA
199
BlueSky Wealth Advisors
North Carolina
$592K -$38.1K -3,840 -6%
NPC
200
National Planning Corporation
California
$591K -$504K -50,808 -47%